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MISSION WEALTH MANAGEMENT, LP: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on V, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 80,647 V shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,647 shares
    Change vs previous 13F +36,180 shares

    0.34% of the 13F portfolio, value $27,669,273.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,467 shares
    Change vs previous 13F -2,917 shares

    0.28% of the 13F portfolio, value $13,439,569.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,384 shares
    Change vs previous 13F -1,804 shares

    0.34% of the 13F portfolio, value $16,617,920.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,188 shares
    Change vs previous 13F -2,758 shares

    0.34% of the 13F portfolio, value $16,791,824.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,946 shares
    Change vs previous 13F +737 shares

    0.4% of the 13F portfolio, value $18,443,533.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,209 shares
    Change vs previous 13F +682 shares

    0.45% of the 13F portfolio, value $17,946,655.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,527 shares
    Change vs previous 13F -349 shares

    0.38% of the 13F portfolio, value $15,968,708.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,876 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $13,988,415.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).